The Big Picture

Has it really been 25 Years since 9/11?

I’m not a Shark Tank viewer.

My morning reads: • Something Is Shifting in the Inflation Picture: Claudia Sahm on why she moved from hold to hike ahead of next week’s Fed meeting — a division no single CPI print will resolve.

 At The Money: Considering a Career Change?

My mid-week morning reads: • It’s a Concentrated World: The top 10 stocks in the S&P 500 make up almost 40% of the index.

From 2008 through 2022, the 10-year Treasury yield was never above 3.25%; it spent nearly all of 2019–21 under 2%, while the 30-year bottomed at ~1% in March 2020.

My Two-for-Tuesday morning reads: • Little Tobacco Moment Meta Wins.

The transcript from this week’s, MiB: Bill McNabb, Vanguard former Chairman and CEO, is below.

My long weekend morning reads: • This data has helped fight workplace discrimination for 60 years.

Avert your eyes!